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Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript
Annaly Capital Management NYSE: NLY reported a stronger second quarter of 2026, citing book value growth, improved earnings available for distribution and continued expansion across parts of its diversified housing finance platform.
NLY's Q2 earnings beat estimates as stronger NII, margin expansion and dividend coverage offset higher funding costs.
Annaly Capital Management (NLY) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.73 per share a year ago.
NEW YORK--(BUSINESS WIRE)--ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS.
Annaly Capital Management and Starwood Property Trust both currently offer double-digit yields. Annaly Capital has increased its payout twice in the last 18 months.
NLY's Q2 results, set to report on July 21, are likely to gain from higher NII and servicing income, while mortgage market volatility may pressure book value.
July's top 5 dividend picks—PEP, CUBE, NLY, SCL, CMCSA—offer an average 16.3% expected annual total return and 6.0% yield, all trading at deep discounts. I rate PepsiCo (PEP) a Strong Buy, projecting a 17.2% annual return and a 30.5% discount to fair value, with transitory headwinds expected to subside. CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA) are all Buys, each positioned for double-digit returns as macro conditions normalize.
SEC filings for NLY aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.